Dentrix Ideas


The newest update for the claim status notes make notes more difficult to read and appears "muddy". The preview section is not large enough when you've typed more than 2 sentences into the note. Multiples notes are added when you've sent and claim, paid, made an adjustment within the claim. Sorting through the claim status notes is not easily to read and requires additional time now to add notes + review previous notes.

  • Guest
  • Jul 11 2022
  • Released
  • Jan 23, 2023

    Admin response

    Thank you all for posting your suggestions. Based on this feedback we have added several improvements, and corrected the Insurance Claim Aging report to show status notes and dates. This update (22.6) is in last stages of roll out to all users. Please update to take advantage of the enhancements and please continue to post your feedback! For information on the changes please visit

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  • Guest commented
    5 Oct, 2023 03:20pm

    Yes, insurance notes SHOULD NOT be locked it is so annoying not only that but adding the "legacy notes" is not just adding more pages to our aging report but also making it look all cluttered together. LEGACY NOTES row IS NOT NEEDED.

    Maybe an email with what changes were made would be nice, the only thing we like is the search option when looking for a code.

  • Guest commented
    11 Jul, 2023 07:11pm

    Please bring back the old version. This version is making things harder. And locking old notes is ridiculous. We cannot correct an entry that needed more info or needed a better explanation.

  • Guest commented
    17 Apr, 2023 08:26pm

    We are now on 23. I thought you said that this was updated and better? You added a button so instead of clicking in a box we click the bottom to get to the horrible laundry list of claim statuses........ Can we just get the OLD claim status box back (the old-old one)? We use this to add notes about the claim and if the patient will be paying with HSA when the EOB is entered. The "new" way does not allow for this. The new way also does not account for adding status notes in the bulk claim entries. PLEASE, PLEASE bring the simple, old box back

  • Guest commented
    29 Mar, 2023 04:59pm

    Agreed, change it back, Notes Shouldn't be locked at all!!! Major Pain! in instance patient changed insurance and didn't notify us when we delete the claim we can copy over the Submission history of the previous claim so now We wont be able to file and catch the timely filing limit!!! THIS IS RIDIUCULOUS!!!

  • Guest commented
    23 Mar, 2023 06:20pm


  • Admin
    Ashley Watkins commented
    24 Jan, 2023 09:51pm

    @Danielle We are sorry to hear that the improvements have not made this workflow better for your office. If you are willing, I'd like to discuss the feedback with you. Please feel free to email me and we can setup a time for a meeting. My email is

  • Danielle Perry commented
    23 Jan, 2023 06:58pm

    I see the improvements but I am not impressed nor satisfied. When Dentrix allowed us to put a date in the "Tracer" field, it meant that we could follow up on claims without opening them all if not necessary. In other words, from the report, we could fo down the "Tracer" column and only work on those claims that were due to be worked on again. The updates are making this task more difficult and time consuming...

  • Kelli Welch commented
    21 Jan, 2023 05:07pm

    Claim stauts notes are not showing the date they were entered when you print out the insurance aging report!!! This is a huge inconvenience. Please put it back to how it used to be

  • Guest commented
    19 Jan, 2023 07:23pm

    This update is totally a waste. ESPECIALLY since we can not add a custom status. Our FD adds a note to the claim if the patient will be using an HSA when the claim comes back. As is the claim comes in and I would have to click on all the "other" notes for every claim to see if it has to do with HSA payment or not. This adds so many more clicks for me and the FD and wasted time. PLEASE CHANGE TO ALLOW US TO ADD CUSTOM STATUSES. PRETTY PLEASE!!!!!!

  • PB commented
    12 Jan, 2023 04:42pm

    This update is trash. Makes extra work and adds notes that aren't even accurate - insurance paid $0 and Dentrix pops in a "partially paid" note that can't be edited or deleted...? Now my coworkers are going to give patients the wrong information, thus making more work for me and frustrating patients because they "lied." It needs to go back to the way it was. Too many extra steps with zero positive outcomes.

  • Guest commented
    5 Jan, 2023 06:23pm

    The legacy claim status notes do not show on printed aging report once new notes have been added. This is a huge inconvenience.

  • Guest commented
    11 Nov, 2022 08:31pm

    The "revamping" did not help or change anything in a positive way and is extremely inefficient. We are curious if anyone on the Dentrix implementation team actually has any working knowledge or experience with this "new feature". I agree with Frances Mueller that this needs to be "unvamped". My suggestion would be to work on features that are actually broken/not working in the Dentrix modules before adding more unnecessary features. Your Enhancement gets a big ZERO star rating from us!!

  • Frances Mueller commented
    4 Nov, 2022 12:38am

    Well it seems my screenshot from the What's New in Dentrix G7.8 didn't attach to that last one.

  • Frances Mueller commented
    4 Nov, 2022 12:34am

    I'm still trying to figure this out. Is there a training manual or something on how to activate this "quicker workflow" feature we should be "enjoy"ing??

  • Frances Mueller commented
    21 Oct, 2022 04:04am

    We don't want adjustments to the revamped feature, we want the feature "un"vamped. It was completely unnecessary to fix something which was never broken. Instead you could have been fixing the claim status note entry issue related to posting bulk insurance payments! As everyone else has said, please just return claim status notes to the way they were before - easy, concise and informative vs the overcomplicated method we are now dealing with. Currently I can't even enter notes because they will not save, so all of my posting notes are having to be entered under the unusual remarks box when I post payments. That gets messy when there is a 2ndary claim being sent. So much backtracking involved.

  • Jeremy Hamilton commented
    18 Oct, 2022 04:27am

    The new insurance note function is annoying. Adds roughly 150 five nights at freddy's clicks every day to my workload with no advantage to us at all.

  • Guest commented
    7 Oct, 2022 02:01pm

    The update has caused so much more work. We do not need more work in the office!

  • Cindy Day commented
    7 Oct, 2022 01:51pm

    We can no longer see the history on the insurance aging report. This is so important!!! We cannot see the claim status note at a glance when a patient calls. It is so time consuming for all the extra clicks to enter. Sending the claim history to insurances is a nighmare! It was an easy copy all at once and send but now you have to go into each one to copy. Please remove this enahancement is a deterent to the work flow.

  • Guest commented
    7 Oct, 2022 01:46pm

    The extra work is adding so much more time-PLEASE PUT THIS BACK HOW IT WAS!

  • Guest commented
    6 Oct, 2022 09:01pm

    The updated INS notes feature is a complete disaster! (still wondering who would have complained about the old way in order to create more work)!

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